See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,106 | $74,888-13.1% | $71,209-8.6% | $142,382-54.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.99% | 345.14%-325.2pp | 282.51%-262.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $6,844 | $2,854+139.8% | $2,721+151.5% | $4,299+59.2% |
| Participant deferral / active EE | $0 | $4,454-100.0% | $4,175-100.0% | $6,507-100.0% |
| Admin fee / account holder | $16 | $5,568-99.7% | $5,349-99.7% | $12,624-99.9% |